Tata Focused Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹5,000

Tata Focused Growth Direct Plan

NAV
₹25.5449
+0.88%
(13 Aug)
AUM
1,847 Cr
TER
0.63%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+9.0%
+7.5%
+6.3%
-0.4%
-1.1%
-2.2%
3Y
+23.6%
+25.4%
+22.9%
+15.6%
+16.9%
+20.8%
5Y
+28.6%
NA
+25.6%
+19.5%
+21.8%
NA
ALL
+15.8%
+25.7%
+16.4%
+14.7%
+17.8%
+24.5%
VOL
17.0%
15.1%
15.1%
-
18.5%
14.7%
TER
0.6%
0.6%
0.6%
-
0.6%
0.4%
AUM
₹21,456 Cr
₹4,199 Cr
₹12,380 Cr
-
₹1,847 Cr
₹2,186 Cr
INFO
0.93
1.71
1.08
-
0.96
1.67
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Tata Focused (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Jun
Top holdings
HDFC Bank Ltd
9.6%
Tech Mahindra Ltd
8.4%
Axis Bank Ltd
7.5%
Cash / Net Current Asset
7.3%
ICICI Bank Ltd
5.5%
Reliance Industries Ltd
4.5%
Firstsource Solutions Ltd
4.0%
Amber Enterprises India Ltd Ordinary Shares
3.5%
Apollo Hospitals Enterprise Ltd
3.5%
Samvardhana Motherson International Ltd
3.0%
Top industry exposure
Financial Services
27.1%
Technology
14.6%
Healthcare
12.5%
Consumer Cyclical
11.6%
Industrials
7.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
36%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
The investment objective of the scheme is to generate long term capital appreciation by investing in equity & equity related instruments of maximum 30 stocks across market caps.
Fund manager(s)
Meeta Shetty
Hasmukh Vishariya

FAQs